Jon Willson Location
- Provo, UT, US
Jon Willson Work
- 2024 -now CEO. Founder @
- 2023 -2024 Strategic Advisor @
- 2017 -2023 CEO. Founder @
- 2018 -2019 CEO. Founder @
- 2014 -2018 CEO @
- 2016 -2017 CEO. Founder @ Rockfund
- 2014 -2016 Managing Partner + Founder @
- 2013 -2014 Financial Advisor @
- 2011 -2013 Relationship Manager @
- 2007 -2011 CEO. Founder @ Renoak
- 2003 -2007 Senior Loan Consultant @
- 2002 -2003 Assistant Bank Manager @ Washington Mutual Bank
- 2001 -2002 PACE Management Trainee @ Washington Mutual Bank
- 2000 -2001 Systems Analyst @
Jon Willson Education
- The University of Texas at Dallas - School of Management
MBA (Accounting and Finance)
- University of South Africa/Universiteit van Suid-Afrika
Bachelor (Business Economics, Industrial Psychology)
- Ensign College
Associate (Information Technology)
Jon Willson Skills
- Bridge
- Asset Based Lending
- Credit
- Banking
- Finance
- Risk Management
- Financial Analysis
- Valuation
- Business Strategy
- Financial Modeling
- Mortgage Lending
- Sales
- Portfolio Management
- Analysis
- Mergers & Acquisitions
- Management
- Corporate Finance
- Sales Management
- Business Development
- Leadership
- Loans
- Investments
- Accounting
- Consumer Lending
- Credit Analysis
- Retail Banking
- Commercial Banking
- Due Diligence
- Commercial Lending
- Credit Risk
- Loan Origination
- Small Business Lending
- Cash Management
- CRM
- Relationship Management
- Underwriting
- Wealth Management
- Financial Services
- Mortgage Banking
- Financial Structuring
- Financial Risk
- Treasury Management
- Funding
- Asset Management
- Executive Management
- Refinance
- Commercial Mortgages
- Strategic Financial Planning
- Real Estate Financing
- Residential Mortgages
- Marketing
- Microsoft Excel
- Mergers and Acquisitions
- Planning
- Project Management
- Operations
- Strategy
Jon Willson Summary
- Jon Willson, based in Provo, UT, US, is currently a CEO. Founder at Levelup. Jon Willson brings experience from previous roles at ProvenCFO, YayGood and Mom and Popcorn. Jon Willson holds a MBA in Accounting and Finance @ The University of Texas at Dallas - School of Management. With a robust skill set that includes Bridge, Asset Based Lending, Credit, Banking, Finance and more. Jon Willson has 2 emails and 5 mobile phone numbers on RocketReach.
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Top Levelup Employees
Dave Willson
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Jon Willson
CEO. Founder
Provo, UT, US
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